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Justin B. Howell, MBA

Justin B. Howell, MBA

I bet you think a lot your financial goals. You wonder, "How much will I need to reach them?" "How much should I be saving?" "Am I on track to reach a comfortable retirement?" These are challenging questions, but they're ones I can help you answer. Together, we can develop a personalized plan with realistic steps to help you move toward your objectives, while keeping you in financial control along the way.

With more than a decade of financial services experience, I can help you develop and implement holistic financial solutions to assist you in obtaining your retirement goals. Specifically, I can:

  • Design a financial plan and help you follow it
  • Create retirement planning action steps based on your personal goals
  • Provide ongoing personal guidance and advice to help you manage your plan
  • Help you develop a budget for today's expenses and for living in retirement
  • Develop custom income planning strategies now for retirement income later
  • Evaluate alternative investments and explain their place in your retirment portfolio

I hold the Series 7 & 66 registrations along with the Life, Health, and Variable Annuity Insurance License.